来源：智通财经 英特尔当地时间10月23日发布第三季度财报显示，营收136.5亿美元，同比增加2.8%；第三季度经调整 毛利率40％；第三季度调整后每股收益0.23美元，上年同期每股亏损0.46美元。英特尔预计第四季度营 收128亿美元至138亿美元；预计第四季度经调整毛利率36.5％；预计第四季度调整后每股收益0.080美 元。 ...

Core Insights - Intel's stock rose over 7% after reporting Q3 revenue of $13.65 billion, a year-over-year increase of 2.8% [1] Revenue Breakdown - Data Center and AI revenue for Q3 was $4.12 billion, exceeding analyst expectations of $3.97 billion [1] - Client Computing revenue for Q3 reached $8.54 billion, surpassing analyst forecasts of $8.15 billion [1] - Intel Foundry revenue for Q3 was $4.24 billion, slightly below analyst expectations of $4.51 billion [1] Profitability Metrics - Adjusted gross margin for Q3 was 40%, higher than the expected 36.1% [1] - Adjusted profit margin for Q3 was 11.2%, significantly above the anticipated 3.07% [1] Future Guidance - The performance guidance excludes the Altera business, which is expected to remove $400-500 million from revenue forecasts [1] - For Q4, Intel expects revenue to be between $12.8 billion and $13.8 billion [1]

Core Viewpoint - Intel has released an optimistic revenue forecast, projecting fourth-quarter sales between $12.8 billion and $13.8 billion, indicating a positive trajectory after a turbulent year [1] Group 1: Financial Performance - The company reported that current demand is exceeding supply, a trend expected to continue until 2026 [1] - Intel's third-quarter performance surpassed expectations, attributed to the potential strength in its core markets [1] Group 2: Management Strategy - New CEO Tan emphasized stricter financial discipline, suggesting a pause in manufacturing plans when investment returns are unclear [1] - This approach raises concerns that Intel may no longer pursue maintaining a leading position in the semiconductor industry [1]

Group 1 - The 14th National People's Congress Standing Committee of China is holding its 18th meeting from October 24 to 28 in Beijing [3] - The 2025 World Top Scientists Forum will take place in Shanghai from October 24 to 26 [3] - The U.S. stock market saw all three major indices rise, with the Nasdaq up 0.89%, S&P 500 up 0.58%, and Dow Jones up 0.31% [5] Group 2 - The Chinese government reported that the number of applications for the 2025 automobile trade-in subsidy has exceeded 10 million, with over 57.2% of the vehicles being new energy vehicles [7] - E-commerce in China has shown healthy growth, with online retail sales increasing by 9.8% in the first three quarters of the year [10] Group 3 - Intel reported a third-quarter adjusted earnings per share of $0.23, compared to a loss of $0.46 in the same period last year, with revenue of $13.65 billion, a 2.8% year-over-year increase [27] - NIO has achieved a significant increase in delivery volume, surpassing 10,000 units in a single week for the first time [22] Group 4 - Boeing appointed Landon Loomis as the new president of Boeing China, indicating a strategic focus on the Chinese market [20] - JD.com reported a successful auction for its "National Good Car" with a final bid of 78.19 million yuan, reflecting strong market interest [18]

每经AI快讯，10月23日美股盘后，英特尔公布2025年第三季度财务数据和第四季度业绩指引。英特尔 第三季度营收136.5亿美元，同比增加2.8%；第三季度经调整毛利率40%，市场预估36.1%；第三季度调 整后每股收益0.23美元，上年同期每股亏损0.46美元。英特尔预计第四季度营收128亿美元至138亿美 元；预计第四季度经调整毛利率36.5%；预计第四季度调整后每股收益0.080美元，市场预估0.10美元。 ...

每经编辑｜陈鹏程 王晓波 1 中国十四届全国人大常委会第十八次会议10月 24日至28日在北京举行 2 欧元区10月综合PMI初值公布 ③美国9月核心CPI、10月密歇根大学消费者信心 指数等数据公布 4 2025世界顶尖科学家论坛将于10月24日至26 日在上海举办 ⑤日本9月CPI公布 1 党的二十届四中全会审议通过"十五五"规划建议 中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。全会由中央政治局主持。中央委员会总书记习近平作了重要讲话。 全会听取和讨论了习近平受中央政治局委托所作的工作报告，审议通过了《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》。习近平就 《建议（讨论稿）》向全会作了说明。（央视新闻） 2 中共中央将于24日上午举行新闻发布会 介绍和解读党的二十届四中全会精神 中共中央将于10月24日上午10时举行新闻发布会，介绍和解读党的二十届四中全会精神。中央广播电视总台及新华网、中国网等将对新闻发布会进行直播。 （央视新闻） 3 隔夜市场 美股三大指数集体收涨，纳指涨0.89%，标普500指数涨0.58%，道指涨0.31%；大型科技股多数上 ...

Core Viewpoint - Intel's stock rose over 8% after reporting third-quarter earnings that exceeded market expectations, indicating positive momentum in the company's financial performance [1] Financial Performance - The company reported third-quarter revenue of $13.65 billion, representing a year-over-year increase of 2.8% [1] - Adjusted gross margin for the third quarter was 40%, surpassing market expectations of 36.1% [1]

Core Insights - The article discusses the current trends and developments in the investment banking sector, highlighting the impact of recent economic changes on market dynamics [1] Group 1: Market Trends - Investment banking is experiencing a shift due to rising interest rates, which are affecting deal-making activities and valuations [1] - There is a notable increase in mergers and acquisitions (M&A) as companies seek to consolidate and enhance their market positions amid economic uncertainty [1] Group 2: Financial Performance - Recent financial reports indicate a decline in revenue for several major investment banks, attributed to lower trading volumes and reduced advisory fees [1] - Some firms are adapting by diversifying their service offerings and focusing on technology-driven solutions to improve efficiency and client engagement [1] Group 3: Future Outlook - Analysts predict a gradual recovery in the investment banking sector as market conditions stabilize and companies regain confidence in pursuing growth strategies [1] - The emphasis on sustainable finance and ESG (Environmental, Social, and Governance) factors is expected to shape future investment decisions and opportunities [1]

盘前市场动向 1. 10月23日(周四)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.20%，标普500指数期货跌0.11%，纳指期货跌 0.21%。 | = US 30 | 46,498.50 | 46,615.60 | 46,418.50 | -91.90 | -0.20% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6.692.10 | 6,716.60 | 6,682.80 | -7.30 | -0.11% | | 트 US Tech 100 | 24,827.40 | 24,973.10 | 24,799.30 | -51.60 | -0.21% | 2. 截至发稿，德国DAX指数跌0.15%，英国富时100指数涨0.62%，法国CAC40指数涨0.40%，欧洲斯托克50指数涨0.30%。 | 德国DAX30 | 24,121.53 | 24,221.46 | 24,037.79 | -36.24 | -0.15% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9,574 ...

智通财经APP获悉，此前，白宫、英伟达(NVDA.US)和软银集团(Softbank Group Corp.)的一波投资推动 英特尔(INTC.US)股价在不到三个月内飙升86%，这家芯片制造商即将于周四盘后披露第三季度财报， 投资者在净利润数据之外，还将重点关此次财报成绩单透露的深层信息。 此次股价涨势迅猛，以至于近几周多名分析师下调了其评级。美国银行上周在给客户的报告中将英特尔 评级从"中性"下调至"跑输大盘"，并表示担忧该股"涨得太快、太高"。市场热情的高涨也推高了英特尔 股价的估值——目前其未来12个月动态市盈率已达63倍，远高于1月的约20倍，跻身标普500指数成分股 中估值最高的15家公司之列。 这一涨幅格外引人注目，因为就在大约一年前，英特尔被道琼斯工业平均指数剔除——它自1999年起便 已加入该指数——取而代之的是其竞争对手、人工智能领域热门企业英伟达。 周三，特朗普政府表示正考虑针对科技行业出台对华出口限制措施，受此影响，英特尔股价承压，当日 收跌3.2%，报36.92美元，但这一价格仍远高于市场共识的12个月目标价28.80美元。费城证券交易所半 导体指数当日下跌2.4%，除一只成分股外， ...